Seal Rock Wealth Management, LLC

Seal Rock Wealth Management, LLC (CRD# 282591) is a financial advisory firm headquartered in , . They manage $29,640,366 in 86 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Seal Rock Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
Joseph W. Sweeney
CRD#: 4244686
Monterey, CA

Joseph Sweeney (CRD# 4244686) is an Investment Advisor Representative working at Seal Rock Wealth Management, LLC in Monterey, CA and has over 17 years of experience in the finance industry.

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